Cheryl Hirss
CRD Number: 4699084Current Firm: United Planners' Financial Services Of America A Limited Partner
Cheryl Hirss (CRD# 4699084) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Bellingham, WA and has over 20 years of experience in the finance industry.
CRD# 1069257
Wells Fargo Advisors
CRD# 2375862
D.a. Davidson & Company
CRD# 2231612
Royal Fund Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cheryl Hirss | Bellingham, WA | Apr 2022 - Current | 2 |
| Cheryl Hirss LLC | Bellingham, WA | Sep 2020 - Current | 3 |
| Cheryl And Galen Hirss | Bellingham, WA | Feb 2018 - Current | 6 |
| Cheryl And Galen Hirss | Bellingham, WA | Feb 2018 - Current | 6 |
| United Planners Financial Services | Scottsdale, AZ | Apr 2005 - Current | 19 |
| Gies Associates, LLC | Richland, WA | Sep 2009 - Oct 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- TX
- WA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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